Iridium Communications Balans Gezondheid
Financiële gezondheid criteriumcontroles 2/6
Iridium Communications heeft een totaal eigen vermogen van $468.4M en een totale schuld van $1.8B, wat de schuld-eigenvermogensverhouding op 376% brengt. De totale activa en totale passiva bedragen respectievelijk $2.5B en $2.1B. De EBIT Iridium Communications is $226.3M waardoor de rentedekking 2.6 is. Het heeft contanten en kortetermijnbeleggingen van $111.6M.
Belangrijke informatie
376.04%
Verhouding schuld/eigen vermogen
US$1.76b
Schuld
| Rente dekkingsratio | 2.6x |
| Contant | US$111.64m |
| Aandelen | US$468.35m |
| Totaal verplichtingen | US$2.06b |
| Totaal activa | US$2.53b |
Recente financiële gezondheidsupdates
Analyseartikel • Jun 23
Does Iridium Communications (NASDAQ:IRDM) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Mar 09
Here's Why Iridium Communications (NASDAQ:IRDM) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Dec 03
Iridium Communications (NASDAQ:IRDM) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Recent updates
Narratiefupdate • May 17
IRDM: Spectrum Optimism Around Amazon Ties Will Likely Outrun Cash Flow Reality
Analysts lifted their average price targets on Iridium Communications by double digits into the $26 to $40 range, citing reassessed spectrum value after the Amazon-related commentary, as well as a series of higher P/E assumptions alongside recalibrated discount rates and profit margin expectations. Analyst Commentary Recent research on Iridium Communications has centered on how investors should weigh the value of its spectrum and long term growth opportunities against execution risks and current valuation.Seeking Alpha • May 14
Iridium Communications Makes A Bold Move That Creates Long-Term Growth
Summary Iridium Communications Inc. remains a compelling prospect, with further upside despite a 77.5% share price surge since March. IRDM’s acquisition of the remaining 61% of Aireon, a unique global air traffic surveillance provider, adds growth and cash flow. While government subscriber weakness and EMSS contract renewal risks persist, commercial IoT subscriber growth and resilient ARPU support the thesis. I maintain a soft Buy rating, as attractive valuation and Aireon’s 10% revenue growth outweigh modest EBITDA compression. Read the full article on Seeking Alpha
Narratiefupdate • May 01
IRDM: Spectrum Optionality And Defense Connectivity Will Drive Future Upside
Analysts have raised the fair value estimate for Iridium Communications to $48 from $40, citing updated assumptions about revenue growth, profit margins, a lower discount rate, and a higher future P/E multiple, in line with a series of recent price target increases from multiple firms. Analyst Commentary Recent Street research around Iridium Communications shows a mix of views, but the most optimistic voices are focused on spectrum potential, execution on partnerships, and visibility into future cash flows.
Narratiefupdate • Apr 17
IRDM: Spectrum Hype Will Confront Flat 2026 Service Revenue Outlook
The analyst price target for Iridium Communications has shifted from $29.00 to $30.38, with analysts pointing to stronger perceived value in the company’s spectrum assets, increased spectrum optionality, and updated views on future P/E expectations as key drivers of the change. Analyst Commentary Recent research on Iridium Communications highlights a mix of optimism around spectrum value and future optionality, balanced by questions about execution and the pace at which that value could be realized.Narratiefupdate • Apr 03
IRDM: Spectrum Optionality Focus Will Clash With Softer 2026 Outlook
Narrative Update on Iridium Communications The analyst price target on Iridium Communications has moved higher to $26, up $2 from $24, as analysts point to growing interest in the company’s spectrum optionality and an early stage shift in its business focus despite softer guidance for 2026. Analyst Commentary Recent research on Iridium Communications centers on how the market is weighing softer 2026 guidance against the company’s spectrum optionality and early stage shift in business focus.Narratiefupdate • Mar 20
IRDM: Spectrum Optionality And Early Business Pivot Will Shape Future Returns
Iridium Communications' analyst price target has been reset to $26, while the intrinsic value estimate edges to $29.00 from $29.75 as analysts factor in slightly lower revenue growth assumptions, higher profit margin expectations, and updated views on spectrum optionality and the timing of a potential business pivot. Analyst Commentary Recent research on Iridium centers on how investors should weigh a refreshed outlook on spectrum opportunities against more tempered medium term guidance and a still early business pivot.Narratiefupdate • Mar 06
IRDM: Spectrum Optionality And Counter Drone Role Will Support Future Rebound
Analysts have raised their price targets for Iridium Communications to $26, citing growing interest in the company’s spectrum optionality despite softer guidance, and viewing it as a secondary beneficiary of rising demand for low cost, scalable counter-drone solutions. Analyst Commentary Bullish analysts are highlighting Iridium as a secondary beneficiary of rising interest in low cost, scalable counter drone solutions, especially in light of recent geopolitical events that have put drone and missile defense back in focus.Narratiefupdate • Feb 19
IRDM: Spectrum Optionality Enthusiasm Will Likely Clash With Soft 2026 Outlook
Analysts have lifted their average price target on Iridium Communications to $26 from $24, pointing to growing interest in the company's spectrum optionality, even as guidance for 2026 remains soft and any potential pivot is still at an early stage. Analyst Commentary Recent research highlights a mixed setup for Iridium Communications.Narratiefupdate • Feb 05
IRDM: Index Shift And Sector P E Will Support Future Rebound Potential
Analysts have maintained their fair value estimate for Iridium Communications at $40.00, making slight adjustments to assumptions for the discount rate, revenue growth, profit margin, and future P/E after incorporating recent Street research, including a downgrade and updated views on sector peers. Analyst Commentary Street research on Iridium Communications has recently included a downgrade alongside updated views on sector peers.Analyseartikel • Jan 24
Market Participants Recognise Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings Pushing Shares 25% Higher
Iridium Communications Inc. ( NASDAQ:IRDM ) shareholders would be excited to see that the share price has had a great...Narratiefupdate • Jan 22
IRDM: Competitive And Spectrum Pressures Will Weigh On Future Prospects
Analysts have lowered their price expectations for Iridium Communications, citing softer revenue growth assumptions amid increased competitive pressure and spectrum deals by rivals. Updated models also reflect changes in discount rates, profit margin assumptions and future P/E levels.Narratiefupdate • Jan 08
IRDM: Spectrum Competition Will Set Up Future Rebound Potential
Narrative Update: Iridium Communications Analysts have trimmed their fair value estimate for Iridium Communications from $45.00 to $40.00, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and increased competitive pressure highlighted by recent spectrum deals pursued by rivals. Analyst Commentary The latest Street research on Iridium remains cautious overall, with some analysts adjusting expectations to reflect competitive pressures from rival spectrum agreements.Narratiefupdate • Dec 25
IRDM: Competitive Pressures And Spectrum Deals Will Shape Balanced Outlook
Analysts have reduced their fair value estimate for Iridium Communications to approximately $16.00 per share from about $25.00 per share, citing slower expected revenue growth amid mounting competitive pressures and spectrum deals by rival satellite operators. This is partly offset by a modestly improved profit margin outlook and a lower assumed future price to earnings multiple.Narratiefupdate • Dec 10
IRDM: Expanding Spectrum Deals And Partnerships Will Drive Long Term Upside Potential
Analysts have trimmed their price target on Iridium Communications to $21 from $26, citing heightened competitive pressure and reduced long term revenue growth expectations amid rival spectrum deals. Analyst Commentary Bullish Takeaways Bullish analysts note that Iridium still retains a differentiated satellite network and entrenched government and enterprise relationships, which they see as supporting a valuation floor despite reduced growth expectations.Analyseartikel • Dec 07
Iridium Communications (NASDAQ:IRDM) Has Announced A Dividend Of $0.15
The board of Iridium Communications Inc. ( NASDAQ:IRDM ) has announced that it will pay a dividend on the 31st of...Narratiefupdate • Nov 26
IRDM: Expanding Global Network Partnerships Will Unlock New Connectivity Opportunities
Iridium Communications' average analyst price target was revised downward by $5 to $21, as analysts cite increased competition and rival spectrum acquisitions as key drivers for their more cautious outlook. Analyst Commentary Recent analyst notes reflect a shift in sentiment for Iridium Communications as the competitive landscape evolves.Narratiefupdate • Nov 10
IRDM: Expanding Global Partnerships Will Drive Connectivity Beyond Competitive Threats
Analysts have lowered their fair value estimate for Iridium Communications from $31.00 to $29.75 per share, citing ongoing concerns about intensifying competition and the recent reduction in industry price targets. Analyst Commentary Recent updates from Street research indicate a shifting landscape for Iridium Communications, as analysts re-evaluate the company’s prospects in light of intensifying competition and strategic spectrum acquisitions by rivals.Narratiefupdate • Oct 27
Sector Competition And Spectrum Shifts Will Shape Global IoT And Security Futures
Analysts have lowered their price target for Iridium Communications to $31.00 from $33.38. They cite slower revenue growth expectations and intensified competition from new spectrum deals in the satellite communications sector.Analyseartikel • Oct 02
It's Down 29% But Iridium Communications Inc. (NASDAQ:IRDM) Could Be Riskier Than It Looks
To the annoyance of some shareholders, Iridium Communications Inc. ( NASDAQ:IRDM ) shares are down a considerable 29...Narratiefupdate • Sep 12
Satellite IoT And Secure Communications Will Unlock Lasting Opportunities
Analysts have lowered Iridium Communications’ price target to $33.38, citing mounting competitive threats from SpaceX Starlink's spectrum acquisition and anticipated aggressive market entry strategies that may erode Iridium’s market share and profitability. Analyst Commentary Increased competitive pressure due to SpaceX Starlink's acquisition of key wireless spectrum, enabling direct competition with Iridium’s core services.Analyseartikel • Sep 09
Returns Are Gaining Momentum At Iridium Communications (NASDAQ:IRDM)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analyseartikel • Aug 18
Investors Interested In Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings
NasdaqGS:IRDM 1 Year Share Price vs Fair Value Explore Iridium Communications's Fair Values from the Community and...Analyseartikel • Jul 08
With EPS Growth And More, Iridium Communications (NASDAQ:IRDM) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analyseartikel • Jun 23
Does Iridium Communications (NASDAQ:IRDM) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • May 19
Iridium Communications' (NASDAQ:IRDM) Dividend Will Be $0.14
Iridium Communications Inc. ( NASDAQ:IRDM ) has announced that it will pay a dividend of $0.14 per share on the 30th of...Analyseartikel • May 07
We Think Some Shareholders May Hesitate To Increase Iridium Communications Inc.'s (NASDAQ:IRDM) CEO Compensation
Key Insights Iridium Communications to hold its Annual General Meeting on 14th of May Total pay for CEO Matt Desch...Seeking Alpha • Apr 29
Iridium Communications: Shares Deserve To Fly To The Exosphere (Rating Upgrade)
Summary Iridium Communications' stock has dropped 27.9% since February, presenting a buying opportunity despite broader market declines and economic concerns. The company reported solid revenue growth, with commercial service revenue increasing and IoT data revenue seeing significant gains. Management expects continued growth, targeting $1 billion in annual service revenue by 2030, with projected annualized upside of 17.9% to 25%. Iridium is committed to returning capital to shareholders through dividends and share buybacks, while also reducing net debt to improve financial stability. Read the full article on Seeking AlphaAnalyseartikel • Apr 09
Iridium Communications Inc.'s (NASDAQ:IRDM) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio
The Iridium Communications Inc. ( NASDAQ:IRDM ) share price has fared very poorly over the last month, falling by a...Analyseartikel • Mar 09
Here's Why Iridium Communications (NASDAQ:IRDM) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Feb 14
Here's Why Iridium Communications (NASDAQ:IRDM) Has Caught The Eye Of Investors
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Feb 13
Iridium Communications: A Post-Earnings Assessment
Summary Iridium Communications Inc. just reported better-than-expected Q4 earnings, driving shares higher and the stock is potentially breaking out of its recent trading range. The company rewarded its shareholders in FY2024, returning nearly $500 million via stock buybacks and dividend payouts. What's ahead for 2025? A post earnings analysis around IRDM stock follows in the paragraphs below. Read the full article on Seeking AlphaAnalyseartikel • Jan 24
Iridium Communications Inc.'s (NASDAQ:IRDM) Share Price Not Quite Adding Up
When you see that almost half of the companies in the Telecom industry in the United States have price-to-sales ratios...Analyseartikel • Jan 03
Investors Will Want Iridium Communications' (NASDAQ:IRDM) Growth In ROCE To Persist
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Seeking Alpha • Dec 05
Iridium: Free Cash Flow And Buybacks Supporting The Stock For Now
Summary Iridium Communications Inc.'s share price has moved higher recently, supported by solid growth and improving margins. Iridium's “CapEx Holiday” is helping the company to generate strong cash flows. While this is enabling large share repurchases, Iridium will eventually have to reduce its debt. Iridium appears attractively valued, but I think this is largely offset by the risk posed by increasing competition. Read the full article on Seeking AlphaAnalyseartikel • Dec 03
Iridium Communications (NASDAQ:IRDM) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Nieuw narratief • Dec 02
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Satelles Integration: The acquired PNTS technology synergizes with Iridium’s satellite network, providing incremental revenue growth without adding operational redundancies or significant capital costSeeking Alpha • Oct 09
Iridium Communications: Still A Solid Long-Term Play On Steady Growth
Summary Iridium Communications' stock was upgraded to 'buy' after a significant price decline, leading to a 15.2% gain versus the S&P 500's 1.6%. The company showed strong performance in its Commercial Services segment, with revenue increasing by 6.1%, despite some weaknesses in other areas. Management's optimistic outlook includes a robust share buyback program and expected revenue growth, with EBITDA projected to rise to $460-$470 million. Despite a recent drop in cash flows, Iridium remains attractively priced and is expected to outperform the market, justifying a continued 'buy' rating. Read the full article on Seeking AlphaAnalyse van de financiële positie
Kortlopende schulden: De korte termijn activa ( $309.1M ) IRDM } overtreffen de korte termijn passiva ( $108.4M ).
Langlopende schulden: De kortetermijnactiva van IRDM ( $309.1M ) dekken de langetermijnschulden ( $2.0B ) niet.
Schuld/ eigen vermogen geschiedenis en analyse
Schuldniveau: De netto schuld/eigen vermogen ratio ( 352.2% ) IRDM wordt als hoog beschouwd.
Schuld verminderen: De schuld/eigen vermogen-ratio van IRDM is de afgelopen 5 jaar gestegen van 118.4% naar 376%.
Schuldendekking: De schuld van IRDM wordt goed gedekt door de operationele kasstroom ( 23.3% ).
Rentedekking: De rentebetalingen van IRDM op haar schulden worden niet goed gedekt door EBIT ( 2.6 x dekking).
Balans
Ontdek gezonde bedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/20 16:44 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
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| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
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| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Iridium Communications Inc. wordt gevolgd door 19 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mathieu Robilliard | Barclays |
| Hamed Khorsand | BWS Financial Inc. |
| Colin Canfield | Cantor Fitzgerald & Co. |